Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership3,910 shares
Latest Disclosed Value $ 1,210,315
WealthPLAN Partners, LLC reports 53.54% decrease in ownership of 1YD / Broadcom Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 3,910 shares of Broadcom Inc. (DE:1YD) valued at $1,031,849 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 8,416 shares of Broadcom Inc.. This represents a change in shares of -53.54% during the quarter. The current value of the position is $1,322,166 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-29 2026-03-31 13F BROADCOM COM 11135F101 3,910 -4,506 -53.54 1,210 -58.45 0.1973
2026-02-12 2025-12-31 13F BROADCOM COM 11135F101 8,416 524 6.64 2,913 11.87 0.4352
2025-10-27 2025-09-30 13F BROADCOM COM 11135F101 7,892 563 7.68 2,604 28.86 0.3903
2025-07-28 2025-06-30 13F BROADCOM COM 11135F101 7,329 1,526 26.30 2,020 108.03 0.3251
2025-05-12 2025-03-31 13F BROADCOM COM 11135F101 5,803 132 2.33 972 -26.10 0.1370
2025-01-30 2024-12-31 13F BROADCOM COM 11135F101 5,671 649 12.92 1,315 51.73 0.1865
2024-11-05 2024-09-30 13F BROADCOM COM 11135F101 5,022 3,671 271.72 866 -60.06 0.1163
2024-08-09 2024-06-30 13F BROADCOM COM 11135F101 1,351 149 12.40 2,169 36.18 0.2329
2024-05-07 2024-03-31 13F BROADCOM COM 11135F101 1,202 662 122.59 1,593 164.45 0.1649
2024-01-05 2023-12-31 13F BROADCOM COM 11135F101 540 17 3.25 603 38.71 0.0620
2023-11-02 2023-09-30 13F BROADCOM COM 11135F101 523 133 34.10 435 28.40 0.0505
2023-07-31 2023-06-30 13F Broadcom Stock/ETF 11135F101 390 -119 -23.38 338 3.68 0.0479
2023-05-10 2023-03-31 13F Broadcom Stock/ETF 11135F101 509 28 5.82 327 12.80 0.0372
2023-02-16 2022-12-31 13F BROADCOM COM 11135F101 481 -41 -7.85 290 0.00 0.0202
2022-05-03 2022-03-31 13F BROADCOM COM 11135F101 522 -8 -1.51 289 -6.77 0.0200
2022-02-01 2021-12-31 13F BROADCOM COM 11135F101 530 -15 -2.75 310 -3.73 0.0204
2021-12-09 2021-09-30 13F BROADCOM COM 11135F101 545 545 322 0.0214
2018-11-21 2018-09-30 13F BROADCOM COM 11135F101 0 -860 -100.00 0 -100.00
2018-08-16 2018-06-30 13F BROADCOM COM 11135F101 860 -615 -41.69 209 -39.94 0.0428
2018-05-15 2018-03-31 13F BROADCOM SHS Y09827109 1,475 1,475 348 0.0764
2016-12-09 2016-09-30 13F BROADCOM SHS Y09827109 0 -28 -100.00 0 -100.00 0.0000
2016-08-08 2016-06-30 13F BROADCOM SHS Y09827109 28 28 0 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.